To share a report
Generate the report
More information on Generating Appraisal Reports hereNavigate to “Reports”
From the left-hand navigation panel, click ReportsClick “View” on the report you want to share
This opens the detailed report page.Scroll to the “Access Management” section
You’ll find this section toward the bottom of the pageAdd the email address of the user you’d like to share with
This sends them a direct invitation to accept or reject access to the report.Note: Sharing is user-to-user. There are no permission levels—all shared users have the same level of access.
What the recipient sees
The recipient will receive a notification that a report has been shared with them.
They must go to their Invitations page, select the Reports tab, and choose to Accept or Reject the shared report.
Where shared reports live
Once accepted, the report appears in the recipient’s Shared Reports folder in the left hand navigation bar.
Shared Reports are user-specific, not tied to a workspace.
That’s it—sharing reports is simple, secure, and streamlined.